Age 50–55
Getting Organized
- Catch-up contributions available ($7,500 extra to 401k)
- Consolidate old 401(k)s and understand your allocations
- Rule of 55: Early 401(k) withdrawals if you retire
Retiring Today Magazine
Your Retirement Milestone Guide
Inside this issue:
- Guidance through your 50s, 60s, and 70s
- Action steps for each milestone age
- Adventurous Angie's retirement journey
✓ Instant Access
✓ Educational Resources
✓ Digital Magazine
Inside The Retiring Today Magazine
From age 50 to 70 and beyond—understand the critical decisions at
every stage of your retirement journey.
Age 60–65
The Final Stretch
- Social Security decision: Claim at 62, FRA (67), or wait until 70
- Medicare enrollment at 65 (avoid lifetime penalties)
- Test drive your retirement lifestyle and budget
Fill out form to download full magazine
Age 70+
Maximum Benefits
- Social Security reaches maximum benefit at age 70
- RMDs begin at age 73 (or 75 depending on birth year)
- Qualified Charitable Distributions available at 70½
Fill out form to download full magazine
Download Your Copy of Retiring Today
Get your comprehensive retirement milestone guide delivered digitally.
Inside This Issue:
✓ Guidance through your 50s, 60s, and 70s
✓ Action steps for each milestone age
✓ Adventurous Angie's retirement journey
Investment Advisory Services offered through Elite Retirement Planning, LLC. Insurance Services offered through MRP Insurance, LLC. Tax planning services are offered through Merkle Tax Solutions, LLC.
Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
The testimonial shared in this is provided by a current client, who did not receive compensation for their experience with Merkle Retirement Planning. This testimonial does not present conflicts of interest due to the relationships or services offered. This published testimonial is representative of this individual’s experience only.
Privacy Policy | Terms & Conditions